With so many daily tasks and data to enter into our accounting system, it’s easy to make a mistake or key in something incorrectly. Lucky for you, Sage Intacct can help you minimize errors with Smart Rules and Smart Events, which generate warning messages when the user makes a mistake.
Join Jim Norton, Senior Software Consultant at Dean Dorton, to discover a step-by-step guide on creating and managing Smart Rules and Smart Events.
You’ll discover how to:
- Ensure data errors are minimized through the creation of smart rules and smart events
- Differentiate between a smart rule and a smart event and how to set them up
- Understand triggers, actions, and conditions
Anyone who plays a financial management role in their organization including (but not limited to):
- CFOs/COOs/Controllers
- VPs and Directors of Finance
- Accountants, Bookkeepers, Office Managers
- Presidents, Executive Directors
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